Go to your Pipeline

Pipeline CRM Help Center

Search for any help questions or topics.

Conditional Fields

Avatar
Joss Rodriguez
Updated 1 week ago
What Are Conditional Fields?
Conditional Fields allow administrators to control how fields behave when creating or editing records.

Depending on your rules, fields can be:
  • Required: Users must fill out these fields before saving.
  • Review: Users are prompted to fill these fields when editing existing records.
  • Disabled: Users cannot edit these fields.
  • No Change: Fields remain unchanged—no restrictions applied.

How to Set Up Conditional Fields




  1. Go to Settings in the lower-left corner.
  2. Click on Data Entry and then Conditional Fields.
  3. Select the record type you want to apply the rule to.
  4. Click + Create new rule in the upper right corner.
  5. Name your rule and add a description (optional but helpful).
  6. Set the criteria for when the rule should apply.
  7. Choose which fields to restrict and how:
    • Set fields to 'Required', 'Review', or 'Disabled'.
  8. Click Save to activate your rule.

Example: Making Sure Key Info Isn’t Missed

Let’s say you want to ensure every person record has a first name. You can set up a rule like this:
  • Criteria: First name is blank
  • Actions:
    • Set First name to required
    • Set Last name and Work phone to require review
    • Set Source to disabled
Once saved, this rule will show up on your Conditional Fields homepage—where you can deactivate, clone, or remove it as needed.

What Happens When Rules Are Active?

  • If a user tries to save a record without meeting the rule’s criteria, they’ll see clear error messages in the lower left of the form.
  • The form will list what needs to be fixed before saving.
If you have any questions or require assistance, contact our support team at [email protected].
Did this answer your question?
😞 😐 😃